• 13F History

Montz Harcus Wealth Management LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$183M
Signature - Title
Alexander B. Harcus - Vice President & CCO
Location
New Orleans, LA
Summary
This page shows a list of all the recent 13F filings made by Montz Harcus Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Montz Harcus Wealth Management LLC reported 78 stock holdings with total value $183M as of Q1 2025. Top holdings included SPLG, SPY, PRF, SPMD, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 78 $183M +$12.8M -$788K +$12M SPLG, SPY, PRF, SPMD, IEFA 13F-HR 4/21/2025, 01:04 PM
Q4 2024 74 $179M +$7.68M -$2.96M +$4.72M SPY, SPLG, SPMD, PRF, AAPL 13F-HR 1/29/2025, 03:00 PM
Q3 2024 76 $171M +$9.21M -$849K +$8.36M SPY, SPLG, SPMD, PRF, SPSM 13F-HR 10/24/2024, 04:53 PM
Q2 2024 69 $154M +$6.19M -$1.08M +$5.11M SPY, SPLG, PRF, SPMD, MDY 13F-HR 7/19/2024, 04:28 PM
Q1 2024 71 $148M +$8.15M -$2.11M +$6.04M SPY, SPLG, SPMD, PRF, MDY 13F-HR 5/7/2024, 11:24 AM
Q4 2023 56 $131M +$3.33M -$2.87M +$459K SPY, SPLG, SPMD, PRF, MDY 13F-HR 1/22/2024, 11:38 AM
Q3 2023 59 $117M +$8.43M -$1.69M +$6.74M SPY, SPLG, SPMD, PRF, MDY 13F-HR 11/14/2023, 08:59 AM
Q2 2023 59 $121M +$6.72M -$228K +$6.49M SPY, SPLG, SPMD, PRF, AAPL 13F-HR 7/21/2023, 01:18 PM
Q1 2023 53 $108M +$1.41M -$819K +$589K SPY, SPLG, SPMD, PRF, MDY 13F-HR 4/25/2023, 04:47 PM
Q4 2022 53 $101M +$4.52M -$422K +$4.1M SPY, SPLG, SPMD, PRF, MDY 13F-HR 1/20/2023, 12:39 PM
Q3 2022 50 $90.8M +$2.76M -$60.8K +$2.7M SPY, SPLG, SPMD, PRF, MDY 13F-HR 11/2/2022, 04:43 PM
Q2 2022 52 $94.9M +$5.28M -$273K +$5.01M SPY, SPLG, SPMD, PRF, MDY 13F-HR 7/18/2022, 02:43 PM
Q1 2022 53 $111M +$3.56M -$100K +$3.46M SPY, SPLG, SPMD, PRF, MDY 13F-HR 5/5/2022, 04:50 PM
Q4 2021 56 $114M SPY, SPLG, SPMD, PRF, MDY 13F-HR 3/24/2022, 03:02 PM